The AI agent finds homes and books viewings, with SmartMy Lease

With SmartMy Lease, the AI agent in your chats searches your published listings. It notes what a person wants as an enquiry and books a viewing when the agent is free.
PLANSFrom Growth

Why it matters

Most enquiries for a flat or an office come in on WhatsApp and Instagram, often at night. The first agency to offer a viewing usually wins. A chat tool on its own does not know which units are free or what they cost. A booking made in chat is easily doubled. Here the AI agent reads your published listings in SmartMy Lease and notes the enquiry. It books the viewing only when the agent and the unit are free. The rent it quotes always comes from the listing.

The problem it solves

  • People ask for a 2-bedroom near the station at 11 at night, and by morning they have booked a viewing elsewhere.
  • Agents copy enquiries from WhatsApp into the system by hand, and some are never copied.
  • Two people are booked to view the same flat at the same time.
  • A chat answer quotes a rent that changed last week.

How it works

  1. In SmartMy Marketing, open your AI agent under Configuration > AI Agents. Two Lease tools are on to start with: Find Homes from Our Listings, and Note Enquiries and Book Viewings.
  2. Set Replies to Answer by Itself Sometimes (outside working hours, or while nobody is assigned) or Always. Suggest Only, the default, lets a person send each answer.
  3. Someone writes "2 bedroom near the marina under 8,000". The agent searches your published listings and answers with up to 6 homes: price, size, when free and the listing page.
  4. When the person likes one, the agent notes an enquiry in Lease with the unit, budget, bedrooms, move-in date and their words.
  5. When they ask to see it, the agent books a viewing in person or by video at the time they ask. If the property's agent or the unit has another viewing near then, it offers another time.
  6. Your agent sees the viewing and the enquiry in Lease. A person can take over the chat at any time.

Everything it does

Find homes

  • Published listings of the agent's Entity only; prices come from the listings, never from the AI
  • Matches up to 4 words against the listing, the property, its city and the unit. Bedrooms at least; price at most the budget; to rent, short stay or to buy
  • Up to 6 homes, newest first, with price and period, bedrooms, area, free from and the public page
  • Nothing matching: the agent offers to note the wish or hand over to a person

Note enquiries

  • Unit, budget, bedrooms, move-in date and up to 4,000 characters of what the person said
  • Name, phone and email from the chat contact; source from the channel (WhatsApp, social, web, email)
  • One open enquiry per person: asking again adds to it

Book viewings

  • At the person's local time, at least one hour ahead
  • The agent is the property's manager, else the AI agent's Takes Over person
  • Refused when that agent or the unit has a planned viewing from 45 minutes before to 15 minutes after; the AI offers another time
  • Only units of the agent's Entity; in person or by video; linked to the enquiry

Control

  • Each tool is switched per AI agent
  • At most 5 tool rounds a message, to start with
  • A person replying takes over; the chat hands over by itself on an error or when AI credits run out
  • Every answer and tool call is logged under Inbox > AI Answers

Who uses it

Leasing agentGets enquiries and booked viewings in Lease, and takes over chats when needed.
Marketing AdministratorSwitches the tools on or off and sets when the AI answers by itself.
Home seekerAsks on WhatsApp, Instagram, Facebook or web chat and books a viewing in the chat.

Where you use it

  • Web: Marketing > Configuration > AI Agents (the tools) and the Marketing inbox
  • Web: SmartMy Lease enquiries and viewings, where the results land
  • WhatsApp, Instagram, Facebook Messenger and web chat, as connected in SmartMy Marketing
  • Not without SmartMy Marketing: the AI agent and the channels belong to it

What you control

Settings

  • Per AI agent: Find Homes from Our Listings (on), Note Enquiries and Book Viewings (on)
  • Replies: Suggest Only (default), Answer by Itself Sometimes or Always; Outside Working Hours 9:00 to 19:00
  • Tool Rounds a Message: 5

Notifications

  • Viewing Booked: to the person, as SmartMy Lease sends it
  • New Enquiry: to the enquiry's agent, as SmartMy Lease sends it

Works with

SmartMy LeaseListings, enquiries and viewings come from and go to SmartMy Lease.

Questions

Can the AI quote a wrong rent?

No. It reads price, size and dates from your published listings. A unit without a published listing is not offered.

Does it book over another viewing?

No. If the property's agent or the unit has a viewing close to that time, it refuses and offers another time.

Can my agent step in?

Yes. Replying in the conversation takes over, and the AI stops there. Let the AI Answer gives it back.

Is it on by itself?

The two Lease tools are on for each AI agent, but the agent only suggests replies until you set Replies to answer by itself.

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